In 2008, we launched our “fresh approach” to financial services, introducing it to both new and existing clients.
It was called a ‘fresh’ approach, as it was a completely different method than what was commonly used in the industry, although this method has now been adopted by many advisers.
The approach provides many benefits to our clients, including:
> Quarterly Review Service
> 24 Hour Valuation Service
> Individual Risk Profiling
> Bespoke Portfolio Construction
> Access to over 1000 funds